Telesis Financial
1011 Camino Del Rio So, Ste 320
San Diego, CA 92108
Office (619) 260-6040
Fax (619) 260-6049
General Contact: thomas.boles@telesisfinancial.com
Telesis Financial's Advisors & Associates
Thomas E. Boles, MBA, RFC
Investment Advisor Representative*
Thomas Boles is the President and owner of Telesis Financial. He holds an MBA in finance and the designation of Registered Financial Consultant. Thomas completed the Personal Financial Planning program through UCLA and is a current Certified Financial Planner candidate having just completed the July 2010 exam. He has been a financial services professional in San Diego for over fifteen years. Thomas also provdes comprehensive business and financial consulting for the small business community.
Contact Thomas at thomas.boles@telesisfinancial.com.
Iain P. Reilly, CFP
Investment Advisor Representative*
For almost 20 years, Iain has served individual, professional, business owner, corporate, and non-profit clients. His advisory process focuses on establishing client goals and objectives, developing a comprehensive financial analysis, and monitoring results. Prior to joining the Telesis team, Iain worked as Senior Relationship Manager for a well known San Diego Wealth Management Firm.
Contact Iain at Iain@telesisfinancial.com
Holly Fairchild, MBA
Operations/Marketing Assistant
Holly has a Masters in Business Administration with over five years experience in financial services and real estate operations. She provides support for campaigns in recruiting, marketing, client services and business financial processing. Holly is currently pursuing her securities and insurance licenses.
Amber can be reached at amber@telesisfinancial.com
Amber Ferguson
Administrative/Tax Assistant
Amber has nearly three years experience in tax preparation and operations. Her main objective is to ensure that all tax clients' questions are answered and that returns are filed in a timely manner. Amber also helps with office operations and business processing.
Amber can be reached at amber@telesisfinancial.com
*Registered Representatives and Investment Advisor Representatives of Multi-Financial Securities Corporation, Inc.
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